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PPC menu add-in for Microsoft Word and Excel
When you install Checkpoint Tools for PPC, an add-in is created in Microsoft Word and Excel. The PPC tab in the ribbon of Word and Excel is similar, but menu options vary depending on what type of document you're in.
- Create a New Workpaperopens the Checkpoint Tools main screen so you can select the document you want to create.
- Add PPC Commentsinserts comments into an audit program document.
- Show Practical Considerationswill appear in blue text in a document, if they're available.
- Print Practical Considerationswill include practical considerations when you print the document.
- Delete Practical Considerationsdeletes all considerations in the document, if required.
- Configure Sign-offis where you enter your initials and date you want to use in the sign-off column of the audit program.
- Step Sign-Offis where you mark a procedure step as signed off with your initials and date. You can also use Alt + G on your keyboard for this.
- Step NAis how you designate a procedure step as Not Applicable (N/A). You can also use Alt + N on your keyboard for this.
- Clear All Sign-offs/Checkmarksclears any sign-offs or checkmarks in the document.
- Review Audit Program Changesallows you to show, hide, and accept changes to the document.
- Share Datalets you share things like client information with other documents in an engagement.
- Content Settingslets you change how you view related reference material in a document. Reference Library or Checkpoint subscriptions are necessary for this.
- Checkpoint Tools Helptakes you to the Help and Support Center.
- Tickmarks Toolbarshows or hides the Checkpoint Tools Tickmarks toolbar in Word or Excel.